Financial Sales Representative I

Essential Duties & Responsibilities

• Complies with and stays abreast of all policies and procedures, federal and state laws applicable to his or her job.
• Must be certified in the Financial Sales Representative Program and participate in the Sales Incentive Program.
• Opens new accounts and maintains existing accounts according to the established policies and procedures of the Bank.
• Consults with customers and prospects to identify products and services that will meet the customer/prospect financial objectives.
• Sell and cross sell bank products and services to existing and potential customers.
• Participate in all Center functions necessary to contribute to the achievement of the center earnings and growth objective.
• Encouraged to participate in various community and civic activities in the center service area to enhance customer relationships and attract new business.
• Telemarketing existing and potential customers for account servicing and additional sales opportunities.
• Aid in the management of the center sales and service efforts to ensure retention of existing relationships and growth of new relationships.
• Pursues the appropriate follow up for new and existing relationships within the Business Financial Center.
• Participates in sales meetings and training programs to obtain and refine product knowledge and selling skills.
• Ensures proper documentation requirements are met for all accounts maintained by the Business Financial Center.
• Utilizes Chexsystems and OFAC as a part of the new accounts opening procedures.
• Process and maintain accurate CIP information.
• Demonstrates a thorough working knowledge of the Bank's established policies and procedures.
• Commitment to teamwork and a focus on delivering The Citizens Experience.
• Actively participates in Products Knowledge and The Citizens Experience.

Qualifications

• High school diploma or general education degree (GED).
• A minimum of one year of new accounts experience in a financial institution similar to ours.